Latest BUSH INVESTMENT GROUP, LLC Stock Portfolio

BUSH INVESTMENT GROUP, LLC Performance:

2025 Q4: 1.49%YTD: 14.28%2024: -6.65%

Performance for 2025 Q4 is 1.49%, and YTD is 14.28%, and 2024 is -6.65%.

About BUSH INVESTMENT GROUP, LLC and 13F Hedge Fund Stock Holdings

BUSH INVESTMENT GROUP, LLC is a hedge fund based in Valdosta, GA. On 2026-03-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, BUSH INVESTMENT GROUP, LLC reported an equity portfolio of $178.7 Millions as of 31 Dec, 2025.

The top stock holdings of BUSH INVESTMENT GROUP, LLC are VB, FNDA, AOA. The fund has invested 19% of it's portfolio in VANGUARD INDEX FDS and 13.9% of portfolio in SCHWAB STRATEGIC TR.

The fund managers got completely rid off ISHARES TR (AAXJ) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), ISHARES TR (AAXJ) and LOWES COS INC (LOW). BUSH INVESTMENT GROUP, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (IJR) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), INVESCO EXCH TRADED FD TR II (CGW) and ISHARES TR (IJR).

BUSH INVESTMENT GROUP, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that BUSH INVESTMENT GROUP, LLC made a return of 1.49% in the last quarter. In trailing 12 months, it's portfolio return was 14.28%.

Performance
S&P 500

New Buys

Ticker	$ Bought
dimensional etf trust	6,418,700
ishares tr	365,073
spdr gold tr	206,874

New stocks bought by BUSH INVESTMENT GROUP, LLC

Additions

Ticker	% Inc.
american centy etf tr	90.46
invesco exch traded fd tr ii	47.95
ishares tr	44.58
nvidia corporation	5.41
global x fds	4.00
blackrock etf trust	3.59
ishares tr	2.82
ishares tr	2.37

Additions to existing portfolio by BUSH INVESTMENT GROUP, LLC

Reductions

Ticker	% Reduced
ishares tr	-49.98
ishares tr	-9.84
lowes cos inc	-5.42
ishares tr	-1.62
world gold tr	-1.33
schwab strategic tr	-1.27
vanguard index fds	-1.04
ishares inc	-0.82

BUSH INVESTMENT GROUP, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard scottsdale fds	-270,769
ishares tr	-359,544

BUSH INVESTMENT GROUP, LLC got rid off the above stocks

Sector Distribution

BUSH INVESTMENT GROUP, LLC has about 96.8% of it's holdings in Others sector.

Sector	%
Others	96.8
Technology	1.2

Market Cap. Distribution

BUSH INVESTMENT GROUP, LLC has about 3.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	96.8
LARGE-CAP	1.9
MEGA-CAP	1.3

Stocks belong to which Index?

About 3.2% of the stocks held by BUSH INVESTMENT GROUP, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	96.8
S&P 500	3.2

Top 5 Winners (%)		%
GLDM	world gold tr	11.6 %
AAPL	apple inc	6.8 %
BAC	bank america corp	6.6 %
AAXJ	ishares tr	5.0 %
FNDA	schwab strategic tr	3.2 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	0.8 M
VB	vanguard index fds	0.7 M
GLDM	world gold tr	0.6 M
AOA	ishares tr	0.2 M
AAXJ	ishares tr	0.2 M

Top 5 Losers (%)		%
SO	southern co	-8.0 %
BITS	global x fds	-7.6 %
GPN	global pmts inc	-6.8 %
LOW	lowes cos inc	-3.9 %
BECO	blackrock etf trust	-2.5 %

Top 5 Losers ($)		$
BITS	global x fds	-0.3 M
BECO	blackrock etf trust	-0.2 M
SO	southern co	-0.1 M
BNDX	vanguard charlotte fds	-0.1 M
BIL	spdr series trust	0.0 M

BUSH INVESTMENT GROUP, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BUSH INVESTMENT GROUP, LLC

BUSH INVESTMENT GROUP, LLC has 38 stocks in it's portfolio. About 70.6% of the portfolio is in top 10 stocks. BITS proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for BUSH INVESTMENT GROUP, LLC last quarter.

Last Reported on: 05 Mar, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.89	5,846	1,589,290	unchanged	0.00

AAXJ	ishares tr	1.77	44,422	3,172,190	reduced	-9.84

AAXJ	ishares tr	0.72	13,431	1,278,870	added	1.02

AAXJ	ishares tr	0.18	3,374	324,817	added	2.37

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	1.15	44,040	2,049,640	reduced	-0.2

AEMB	american centy etf tr	0.84	19,555	1,506,130	added	90.46

AFL	aflac inc	0.51	8,250	909,776	added	0.52

AGT	ishares tr	0.51	18,297	915,033	added	2.82

AOA	ishares tr	11.48	74,112	20,524,600	added	0.07

BAC	bank america corp	0.18	5,792	318,560	unchanged	0.00

BECO	blackrock etf trust	4.53	243,329	8,102,860	added	3.59

BECO	blackrock etf trust	2.42	71,279	4,334,480	added	1.29

BECO	blackrock etf trust	1.02	47,496	1,831,450	added	1.09

BIL	spdr series trust	3.27	72,819	5,841,520	reduced	-0.55

BIL	spdr series trust	2.46	145,459	4,392,860	added	1.46

BIL	spdr series trust	2.37	179,117	4,239,700	added	0.91

BITS	global x fds	1.80	49,620	3,214,880	added	4.00

BNDW	vanguard scottsdale fds	0.00	0.00	0.00	sold off	-100

BNDX	vanguard charlotte fds	2.38	88,179	4,260,810	added	1.17